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CreativeOne Wealth’s Veeva Systems VEEV Stock Holding History

CreativeOne Wealth’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,640
Closed -$760K – 1219
2025
Q2 		$760K Buy
2,640
+1,539
+140% +$382K 0.02% 618
2025
Q1 		$255K Buy
+1,101
New +$252K 0.01% 916
2024
Q2 		– Sell
-1,425
Closed -$330K – 916
2024
Q1 		$330K Buy
1,425
+223
+19% +$48.1K 0.01% 692
2023
Q4 		$232K Sell
1,202
-158
-12% -$29.8K 0.01% 572
2023
Q3 		$277K Sell
1,360
-208
-13% -$41.9K 0.02% 459
2023
Q2 		$310K Sell
1,568
-4
-0.3% -$730 0.01% 638
2023
Q1 		$289K Buy
1,572
+18
+1% +$3.07K 0.01% 649
2022
Q4 		$251K Sell
1,554
-106
-6% -$18.1K 0.01% 635
2022
Q3 		$274K Buy
1,660
+202
+14% +$40.4K 0.02% 571
2022
Q2 		$288K Buy
1,458
+28
+2% +$5.15K 0.02% 574
2022
Q1 		$304K Sell
1,430
-98
-6% -$21.3K 0.02% 574
2021
Q4 		$391K Buy
1,528
+291
+24% +$84.6K 0.02% 516
2021
Q3 		$356K Buy
1,237
+369
+43% +$117K 0.02% 502
2021
Q2 		$270K Buy
+868
New +$242K 0.02% 566
2021
Q1 		– Sell
-1,466
Closed -$399K – 617
2020
Q4 		$399K Buy
+1,466
New +$411K 0.03% 324

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

CreativeOne Wealth's VEEV Position: Q3 2025 in Review

CreativeOne Wealth sold out of Veeva Systems (VEEV) in Q3 2025, closing a stake of 2,640 shares — an estimated $760K sold.

CreativeOne Wealth first reported a position in VEEV in Q4 2020 and held it in 15 quarters. The position peaked at $760K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • CreativeOne Wealth reported no remaining Veeva Systems position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,640 Veeva Systems shares in Q3 2025, an estimated $760K.
  • CreativeOne Wealth first reported a position in Veeva Systems in Q4 2020 and held it in 15 quarters.
  • CreativeOne Wealth's Veeva Systems position peaked at $760K in Q2 2025.
  • 1,119 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.